Hi Jeremy, what does your job entail?
I actually wear two hats at SymPro—I’m both a Client Success Representative and a Business Development Representative (BDR). On the client success side, I focus on making sure our clients are fully utilizing SymPro and achieving their goals. Whether it’s implementing new features, troubleshooting, or providing ongoing support, my job is to ensure they’re successful. As a BDR, I’m also responsible for introducing potential clients to SymPro, understanding their needs, and showing them how we can streamline their investment and debt management processes. It’s a great mix of building relationships with both new and existing clients.
How do you think your unique perspective or background will benefit our clients at SymPro?
I’ve had the opportunity to work with a variety of clients, from smaller entities to larger counties, and that experience helps me understand the unique pressures different organizations face. I know how important it is for financial departments to have accurate, real-time data without getting bogged down by manual tasks. That’s why I’m so passionate about showing clients how SymPro can integrate with their systems, automate reporting, and reduce the time spent on reconciliation.
What gets you most excited about your job?
What excites me the most is seeing the transformation that happens when clients realize how SymPro can take their financial operations to the next level. When a client moves from manual tracking to automated processes, it’s a complete game-changer. Watching their workload lighten and seeing how much easier it becomes for them to generate reports and manage investments is always a highlight for me.
What do you think makes SymPro stand out in the industry?
The first thing that comes to mind is our white glove service. We really work with our clients to make sure that they feel supported through the entire process, all the way through implementation to their day-to-day workflows, and when they’re up and running within the system.
It’s really just more than software, it’s about having our team always there to help.
We’ve been here for a long time and we’ve proven ourselves time and time again with so many of our clients nationwide.
The breadth of experience, our white glove service, and the knowledge that our team brings is a big part of that. We really understand what our clients need and that makes all the difference.
What is something you wish more people knew about SymPro
I wish more people knew just how adaptable SymPro is. Whether you’re a small city or a large county, SymPro can scale to meet your needs. It integrates smoothly with existing ERPs, and we can tailor features to handle unique reporting requirements or specific investment strategies. It’s not just an investment tracking tool; it’s a comprehensive solution for debt management, accounting, and financial reporting.
Here's a fun question: I hear that you're an avid golfer, why do you like golfing so much?
In most other sports, you’re competing against the team or even just a singular opponent, but what I really like about golf is that you compete against yourself.
You’re really competing against your score from the last time or how you played last time.
So you’ve got to get better against yourself. It’s introspective, and I think it makes you a lot better at a lot of things other than golf.
If you had to eat only one meal every day for the rest of your life, what would it by?
That’s a tough one! If I had to pick, I’d say tacos. You can mix them up with so many different fillings—beef, chicken, veggies, even breakfast tacos! So technically, I wouldn’t get bored since I could change it up every day while still sticking to the same “meal.”
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That actually reminds me a lot of what you’ve been saying about SymPro because tacos are versatile, flexible and adaptable.
As you said, you can change the fillings and even the shell, and it’s still a taco.
SymPro works the same way, right? You have a small town or a large city or county or municipality of some kind, and it can do investments, debt, and the reporting and accounting that it needs. It can adapt to meet your needs.
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